California Society Of Municipal Finance Officers
- Assets
- $2.0m
- Revenue
- $1.0m
- Investments
- $0.0
- Employees
- 0
- Location
- Sacramento, CA
- Founding
- 07/1967
- Data as of
- 12/2021
- EIN
- 94-6130570
Organization Overview
California Society Of Municipal Finance Officers is located in Sacramento, CA. The organization was established in 1967. According to its NTEE Classification (I03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Crime & Legal-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. California Society Of Municipal Finance Officers is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2021, California Society Of Municipal Finance Officers generated $1.0m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.3%) each year. All expenses for the organization totaled $766.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (4.8%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS IS A STATEWIDE ORGANIZATION WHO SERVES ALL CALIFORNIA MUNICIPAL FINANCE PROFESSIONALS THROUGH INNOVATION, CONTINUING EDUCATION, AND PROFESSIONAL DEVELOPMENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ANNUAL CONFERENCE - ANNUAL CONFERENCE FOR MEMBERS TO DISCUSS ISSUES AFFECTING LOCAL GOVERNMENT FINANCE OFFICERS.
EDUCATION WORKSHOPS - SEVERAL WORKSHOPS HELD DURING THE YEAR FOR MEMBERS THAT PROVIDED EDUCATIONAL AND INFORMATIONAL OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT, AND TO STAY ON TOP OF CURRENT ISSUES.
TECHNOLOGY INITIATIVES AND SPECIAL PROJECTS - MAINTENANCE OF A DEDICATED WEBSITE WHICH OFFERS ITS MEMBERS TECHNNICAL RESOURCES, LINKS, AND REFERENCES. ALSO INCLUDES GROUP EMAIL SERVICE FOR MEMBERS TO EXCHANGE INFORMATION AND SURVEY OTHER PROFESSIONALS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steve Heide President | OfficerTrustee | 3 | $0 |
Scott Catlett Secretary | OfficerTrustee | 3 | $0 |
Marcus Pimentel Vice President | OfficerTrustee | 3 | $0 |
Jean Rousseau Executive Dir. | Officer | 1 | $0 |
Melissa Manchester Director | Officer | 20 | $0 |
Will Fuentes Director | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Clarity Experiences | 12/30/20 | $173,736 |
Smith Moore And Associates | 12/30/20 | $320,101 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $4,200 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,200 |
| Total Program Service Revenue | $778,314 |
| Investment income | $5,398 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,015,942 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $219,745 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $9,350 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $11 |
| Information technology | $30,805 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $377,483 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,140 |
| All other expenses | $30,573 |
| Total functional expenses | $766,320 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $981,972 |
| Savings and temporary cash investments | $818,455 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $240 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $198,977 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,999,644 |
| Accounts payable and accrued expenses | $41,299 |
| Grants payable | $0 |
| Deferred revenue | $823,926 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $865,225 |
| Net assets without donor restrictions | $1,134,419 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,999,644 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
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San Mateo County Bar Association Redwood City, CA | $12,601,910 | $18,917,889 |
State Bar Of Arizona Phoenix, AZ | $25,484,878 | $18,219,999 |
Fresno Deputy Sheriffs & Sheriffs Sgts Assn Insurance Bene Tr Fund Fresno, CA | $2,547,268 | $9,653,245 |
Alameda County Bar Association San Francisco, CA | $2,620,974 | $7,771,663 |
Bar Association Of San Francisco San Francisco, CA | $11,464,102 | $7,824,183 |
Los Angeles County Bar Association Los Angeles, CA | $6,931,708 | $8,130,023 |
Kern County Bar Association Bakersfield, CA | $967,080 | $7,274,739 |
Round Up Association Pendleton, OR | $13,195,105 | $6,534,857 |
Fraternal Order Of Police Santa Ana, CA | $6,734,301 | $5,014,805 |
California District Attorneys Association Sacramento, CA | $2,062,273 | $4,352,239 |
Consumer Attorneys Association Of Los Angeles Los Angeles, CA | $2,412,300 | $3,646,733 |